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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,288 | $208,088+16.9% | $186,193+30.7% | $154,746+57.2% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 12.84% | 89.97%-77.1pp | 78.03%-65.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $3,466 | $4,340-20.1% | $3,918-11.5% | $4,379-20.8% |
| Participant deferral / active EE | $15,678 | $7,078+121.5% | $6,513+140.7% | $6,730+132.9% |
| Admin fee / account holder | $1,448 | $11,698-87.6% | $11,058-86.9% | $14,365-89.9% |